See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,006 | $86,929-18.3% | $102,423-30.7% | $80,856-12.2% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.9pp | 67.6%+14.7pp |
| Annual return | 12.62% | 18.88%-6.3pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,970 | $2,369+25.4% | $3,023-1.8% | $2,755+7.8% |
| Participant deferral / active EE | $4,629 | $4,118+12.4% | $5,053-8.4% | $4,296+7.8% |
| Admin fee / account holder | $3,080 | $8,049-61.7% | $9,451-67.4% | $6,918-55.5% |